GLENVIEW TRUST - Key Persons
Job Titles:
- Principal
- Trust Principal
Alan joined The Glenview Trust Company in 2024 as a Trust Principal. Alan brings over 25 years of extensive experience in estate planning, trust and probate administration, and corporate law. At Glenview Trust, Alan will focus on working with high-net-worth families and individuals in matters involving estate tax and personal planning, and trust administration.
Prior to joining Glenview, Alan was the Fiduciary Director for PNC Private Bank's Hawthorn ultra-high net worth client practice in Washington, D.C. and Greater Maryland.
Prior to PNC Private Bank, Alan had his own boutique law practice focused on representing high and ultra-high net worth individuals and families, executors, trustees and beneficiaries in sophisticated estate and tax planning, trust and estate administration and general corporate practice related to closely-held businesses owned by his clients. Alan also practiced with several large firms in the Washington, D.C. area. Before entering private practice, Alan was a member of the Judge Advocate Generals Corp, United States Navy, practicing both trial and appellate litigation as well as a tax accountant with Price Waterhouse.
Alan earned a Business Administration Degree in Accounting from Cedarville University and a Juris Doctor degree from The George Washington University School of Law (both with Honors). In 1989, Alan was licensed as a certified public accountant in Ohio.
Job Titles:
- Chief Fiduciary Officer and Managing Principal
Job Titles:
- Corporate Counsel
- Managing Principal
- Member of the Kentucky Bar Association
Anuj has over 20 years of legal experience having represented high net worth individuals and families, and numerous closely held companies. His experience includes estate planning, mergers and acquisitions, corporate and business law, real estate transactions, and tax law. At Glenview Trust, Anuj concentrates his efforts on overseeing and managing a wide array of legal related matters, including ensuring compliance with laws and regulations as they relate to the Company.
Anuj received his Juris Doctorate from the University of Louisville Brandeis School of Law in 1997 and graduated with honors. He earned a Bachelor of Science in Business Administration majoring in Finance from Xavier University, Cincinnati, Ohio in 1992.
Before joining Glenview Trust, Anuj was an equity partner with the Louisville law firm of Seiller Waterman LLC, and its predecessor firm Morris Garlove Waterman Johnson, PLLC, where he spent nearly 20 years in the private practice of law. Anuj has been peer rated as AV, which is the Martindale Hubbell's highest level of professional excellence in the legal field. Prior to Seiller Waterman LLC, Anuj worked as a tax attorney at a large Kentucky public accounting firm where he worked in matters involving estate taxation, mergers and acquisitions, partnership and corporate taxation.
Anuj is a member of the Kentucky Bar Association, the Louisville Bar Association, and the Estate Planning Council of Louisville. He previously served as the chair of the Probate and Estate, and the Business Law sections of the Louisville Bar Association. Anuj is a member of the board of directors of the Louisville Bar Association, and is also a former board member and President of the Estate Planning Council of Louisville.
Bill Stone - Chief Investment Officer
Job Titles:
- Chief Investment Officer
- Managing Principal
- Chief Investment Officer of Stone Investment Partners LLC
Bill Stone was most recently the Chief Investment Officer of Stone Investment Partners LLC, an investment firm serving both individual and institutional investors. He applied his expertise in designing multi-asset class portfolios using active, passive and factor investing to help clients reach their objectives while being cognizant of both cost and risk.
Previously, Bill was Chief Investment Officer of a large, registered investment advisor, Avalon Advisors. As a member of the executive team, he helped manage the firm on a day-to-day basis while assets under management grew 21 percent by enhancing the advisory capabilities. He established a state-of-the-art open architecture platform, alternative investment platform, due diligence process, financial planning and robust risk management at the firm.
He served as PNC Asset Management Group's global Chief Investment Strategist. Bill led a team of analysts who analyzed the factors influencing the direction of global economies and financial markets. With over $140 billion in assets under management, he served as a primary driver of asset allocation and model portfolio construction for high net worth individual, family office and institutional investors. Before joining PNC, he was Chief Investment Officer at First Western Trust. He started his career on Wall Street as a financial analyst with Salomon Brothers.
He is a popular public speaker and has presented at numerous U.S. and international conferences. He has often appeared on U.S. and international TV and radio as well as in print media to share his keen insights into the global financial markets. His expertise has been featured on ABC, Bloomberg, Bloomberg Asia, CNBC, CNBC Asia, Fox Business, and NHK World. He has been quoted extensively in the financial press, including The Wall Street Journal, Financial Times, Bloomberg News, Barron's, USA Today, and The New York Times.
He is a cum laude and honor's program graduate of the University of Dayton with a degree in finance. He earned an MBA from the University of Pittsburgh's Katz Graduate School of Business. He holds the Chartered Financial Analyst® (CFA®) and Chartered Market Technician (CMT) designations.
Job Titles:
- in 2022 As Trust Principal
- Trust Principal
Shawn joined The Glenview Trust Company in 2022 as Trust Principal. Prior to joining Glenview, Shawn was in private practice for over 20 years as a member of the Louisville law firms of Seiller Waterman, LLC and McBrayer PLLC where he had a diverse practice in estate planning, estate and trust administration, and estate and trust litigation. Shawn brings substantial experience serving clients in the areas of estate planning, estate administration, and trust administration.
He received his Juris Doctorate in 2001 from the University of Louisville Brandeis School of Law and a Bachelor of Arts with a double major in Economics and Business Administration from Bellarmine College (now Bellarmine University), graduating cum laude from both institutions.
Professionally, he is a member of Louisville Bar Association, Kentucky Bar Association, and Estate Planning Counsel of Metro Louisville. He speaks frequently at various legal education functions educating attorneys, accountants, and community groups on estate planning and probate and trust administration topics.
Shawn is active in the community, including leadership in the legal community by serving as Chair of the Probate and Estate Section of the Louisville Bar Association. Shawn is also an active member of St. Gabriel Catholic Church.
Job Titles:
- Certified Public Accountant and Certified Financial Planner
- CFP
- Planning Principal
Clinton Priddy is licensed as both a Certified Public Accountant and Certified Financial Planner. He began his career working for a regionally-based institutional trust corporation before later transitioning to pursue financial planning opportunities with a local comprehensive planning and consulting firm. Over the past six years, Clinton was heavily involved in preparing complex individual and estate tax returns and providing financial planning services to high net worth business owners and corporate executives.
A native of Louisville, Clinton is a graduate of the University of Louisville and Indiana University Southeast. He is a member of the Kentucky Society of Certified Public Accountants and Financial Planning Association.
Job Titles:
- Managing Principal
- Managing Principal of the Glenview Trust Company 's Bowling Green
Craig serves as Managing Principal of The Glenview Trust Company's Bowling Green office and the Western Kentucky market. Craig has worked in the financial services industry for 36 years. Prior to joining Glenview Trust, he served as regional president of U.S. Bank where he retired after 26 years of service.
An Edmonson County native and life-long resident of the Bowling Green area, Craig is an active alumnus of Western Kentucky University's College of Business. He is a graduate of Leadership Kentucky and a U.S. Bank graduate of the Leadership Excellence program at the Carlson School of Management, University of Minnesota. Craig is an Adjunct Professor at WKU and serves on the Gordon Ford College of Business Advisory Council. Craig has been an active community advocate and volunteer for many non-profits including past chairman of: United Way of Southern Kentucky, Junior Achievement of South Central Kentucky, Scottsville Rotary Club, and the Kentucky Center for Leadership. He served two terms on the board of directors for the Kentucky Chamber of Commerce and is a past board member of the United Way of Kentucky and the South Central Workforce Development Board. He chaired the WKU Foundation Board of Trustees and is past president of the WKU Hilltopper Athletic Foundation where he still currently serves on the executive committee and board. He has also served on the boards of Warren County DARE, WKU Kentucky Museum, and the BG Area Chamber of Commerce. He currently serves on the boards of People Opportunity Program for Underserved Populations (POP-UP) and Arts of Southern Kentucky in addition to his work with the Kentucky Center for Leadership and Hilltopper Athletic Foundation.
Craig is well known for his leadership acumen, and for being a servant leader. He is the recipient of numerous volunteers of the year award by the BG Area Chamber, United Way, Junior Achievement, and WKU. He was recognized as a WKU Distinguished Service Medal recipient in 2014 and is a member of the WKU Legacy of Spirit Society of 1906. Craig, and wife Deborah, have been recognized by United Way of Southern Kentucky with a Lifetime Giving Award. Craig's most joyous duties in life have been to serve as husband to Deborah, father to Summer, and "Pops" to Dorothy.
Phil has provided professional investment advice to individuals and foundations for over 29 years. The first four years of his career were with Edwards Jones Brokerage firm consulting with individuals on their investment and financial plans. He then spent nine years with PNC Wealth Management, where he was one of their senior investment officers both at the local and national level.
His primary responsibilities continue to focus on portfolio and relationship management of high net worth individuals and families.
He is a native of Indiana and a graduate of the Ball State University.
Job Titles:
- Certified Public Accountant
- Chartered Financial Analyst
- Investment Principal
Dave Draper, a Chartered Financial Analyst and Certified Public Accountant, has over 35 years of investment, financial and accounting experience. He began his career with Ernst & Whinney (now Ernst & Young) in 1982, where he supervised or provided services on various audit and tax engagements. He then obtained his MBA degree with a concentration in finance from the Wharton School at the University of Pennsylvania.
Prior to joining Glenview Trust Company, Dave worked for Brown-Forman Corporation, an S&P 500 company, where he became a vice president and gained substantial experience in the Corporate Development area, providing valuations and recommendations on numerous acquisition candidates and other investment alternatives. He also directed the finance department of one of this company's operating divisions. Dave's other education includes a BS degree in accounting from the University of Kentucky. He also served as an accounting instructor at both the Wharton School and the University of Louisville. Dave is a member of the CFA Society of Louisville and the Kentucky State Board of Accountancy.
Doug joined Glenview Trust in July 2021 as a Managing Principal, and in August 2021 he was elected to its Board of Directors. Doug is developing and leading a team of professionals in establishing a new office in Lexington, KY. Prior to joining Glenview Trust, Doug worked for 50 years in public accounting firms, the first eight with an international firm and the last 42 with Dean Dorton Allen Ford, PLLC.
Doug grew-up and completed high school in Carrollton, KY. He graduated with high honors from Duke University with a BA in Management Sciences. In his professional career he mainly provided tax, estate and succession planning, merger and acquisition, and business valuation services to businesses and high net worth individuals.
Doug has been actively involved in leadership roles in a number of community organizations. He currently serves in Board leadership roles with the Lexington Opera House Fund, the Triangle Foundation, and Worldwide Hearts and Hands ("WHH"). Doug and his wife Brenda were leaders in organizing WHH, and Doug serves as its Board Chair and President. WHH operates several programs in Kenya mainly focused on providing the means for especially vulnerable children to go as far as they are able in their educations, with some having earned university degrees and others having learned a trade, and providing most of the funding needed to feed a nutritious lunch every school day to about 1,300 students at four rural primary schools. Doug and Brenda have traveled to Kenya to oversee the programs there about 35 times over the last 21 years.
Doug was named a Business Hall of Fame Laureate by Junior Achievement of the Bluegrass in 2018, and in 2020 he was honored to receive Commerce Lexington's William T. Young Lifetime Achievement Award.
Elizabeth joined the Glenview Trust Company in 2018 as a Trust Principal and is working in the area of trust and estate administration.
She is a licensed attorney in the states of Kentucky, Indiana, and Florida. In addition to being a member of the Kentucky Bar Association, she is also a member of the Louisville Bar Association and the Estate Planning Council of Metro Louisville. Elizabeth earned her Juris Doctorate from the University of Kentucky Rosenberg College of Law, where she served as a staff editor and editorial board member on The Kentucky Journal of Equine, Agriculture, & Natural Resources Law as was awarded the Best Editor designation for the Journal. She also served as the 3L class representative of the Student Bar Association and received a pro bono award for having provided over 50 hours of pro bono legal services during her time in law school.
She is a Magna Cum Laude graduate from Georgetown College, where she earned a double major in Psychology and Communication & Media Studies and currently serves on the Georgetown College Alumni Board. A Louisville native, Elizabeth is a graduate of Louisville Eastern High School where she earned a Commonwealth Diploma.
Elizabeth serves as Secretary and Director of the Board for Louisville Visual Art. She is a volunteer ‘Big Sister" with Big Brothers Big Sisters, and a member of the Junior League of Louisville. Additionally, Elizabeth participated in the Fund For the Arts NeXt Ambassador Program Class of 2020, and will participate in Focus Louisville in 2021.
Beth joined The Glenview Trust Company in 2022 as a Trust Principal. Beth has 27 years of private practice experience. Prior to joining Glenview, Beth was a partner with the Bowling Green law firm of English, Lucas, Priest & Owsley, LLP, where her practice focused on assisting individuals and families with estate planning, probate administration, business succession planning, and corporate and business law. Prior to becoming an attorney, Beth was an accountant for 6 years.
Beth received her Bachelor of Science in Accounting from Western Kentucky University in 1985 and her Juris Doctorate from the University of Kentucky College of Law in 1995. In 1987, she was licensed as a Certified Public Accountant in Tennessee.
Professionally, Beth is a member of the American Bar Association, Kentucky Bar Association, the Bowling Green - Warren County Bar Association, and the Southern Kentucky Estate Planning Council.
A resident of Bowling Green, Beth is active in the community and serves on the Boards of Directors of The Center for Courageous Kids, the Southcentral Kentucky Community and Technical College Foundation, and the Arts of Southern Kentucky Foundation.
Beth also serves as Chair of the Board of Directors of Lewisburg Bancshares Corporation and Lewisburg Banking Company.
Mr. Grissom began his career practicing law, and later became a partner in the firm of Greenebaum Grissom Doll Matthews & Boone. From 1969 to 1973 he served as Executive Vice President of Humana, Inc. From 1973 to 1989, he held various senior positions, including Chairman and CEO, of Citizens Fidelity Bank & Trust and Vice Chairman of its successor, PNC Financial Corp.
He is now Chairman of Mayfair Capital, a private investment firm. He is currently Chairman of The Glenview Trust Company. He is a former Director of Humana, Inc., Providian Financial Corp., PNC Financial, Inc., LG&E Corporation, Columbia/HCA Healthcare Corp., Regal Cinemas, Transco Energy, Inc., YUM Brands, Inc., Sphere Drake Holding, LTD, and Churchill Downs, Inc.
Mr. Grissom is a graduate of Centre College and the University of Louisville Law School. He served as Chairman of the Board of Trustees of Centre College for more than 20 years. He served as Chairman of the Kentucky Council on Higher Education, Chairman of the Louisville Chamber of Commerce, and Chairman of the Kentucky Center for the Arts. He served as Chairman of the Board of Trustees of the University of Louisville from January 2017 until December 2019.
Jessica has 18 years of experience in the legal and financial services industry. She is a Louisville native and received her Juris Doctorate from the Brandeis School of Law at the University of Louisville in 2003. Jessica is a Magna Cum Laude graduate of Western Kentucky University where she earned a Bachelor of Arts in History with a minor in Women's Studies.
Before joining Glenview, Jessica was a Senior Financial Advisor with Bank of America/Merrill Lynch for 6 years where she built a goals-based wealth management practice guiding individuals and families in the development of sustainable financial and estate plans and designed investment portfolios. Prior to entering the financial services industry, Jessica worked for 10 years as a solo practitioner in a general law practice, which was preceded by 3 years as an Of Counsel attorney to the firm Fernandez Friedman Grossman Kohn & Son PLLC.
Professionally, Jessica is a member of the Kentucky Bar Association and the Louisville Bar Association. She is also a member of the Women Lawyer's Association of Jefferson County.
Jessica is very active in community leadership. She currently serves on the Board of Directors for CASA of the River Region and the Community Outreach Committee at the Glenview Trust Company: She previously served on the Board of Directors of the American Red Cross and CenterStage at the Jewish Community Center.
Job Titles:
- Principal
- Trust Principal
Joseph joined The Glenview Trust Company in 2016 as a Trust Principal and works in the area of trust and estate administration. He is a licensed attorney in the state of Kentucky. He is a member of the Kentucky Bar Association and Louisville Bar Association. Additionally, Joseph earned the Certified Trust and Fiduciary Advisor (CTFA) certification from the American Bankers Association.
Joseph earned his Juris Doctor from the University of Kentucky College of Law where he served as a member of the UK Moot Court Board.
He is a graduate of Indiana University, where he earned a double major in Economics and Political Science and a minor in Business Administration from the Kelley School of Business.
A Louisville native, Joseph is a proud graduate of Saint Xavier High School and currently serves as President of the Nativity Academy Associate Board.
JT VanMeter joined Glenview Trust in 2023 as an Investment Principal with seven years of experience in the Financial Services industry. He most recently worked at Diversified Trust Company in Nashville, TN as a Wealth Strategist and Relationship Associate to high-net-worth families and individuals. Prior to Diversified, JT spent four years at Davenport and Company in Richmond, VA in the fixed income department where he assisted in the underwriting and trading of municipal bonds. JT began his career as a registered representative at SagePoint Financial in Richmond, VA where he focused on retirement planning and business development.
Job Titles:
- Principal
- Trust Principal
Katelyn joined the Glenview Trust Company in 2021 as a Trust Principal and in the area of trust and estate administration.
In addition to being a licensed attorney in Kentucky, she is also a Certified Public Accountant (CPA). Katelyn earned her Juris Doctorate with a cum laude distinction in 2018 from the University of Kentucky J. David Rosenberg College of Law, where she served as president of the Student Bar Association and as student representative on the Building Committee. She also volunteered with the VITA (Volunteer Income Tax Assistance) clinic and was awarded the Faculty Cup Award at graduation.
Katelyn graduated from the University of Kentucky in 2014 with a Bachelor of Science in Accounting and a minor in International Business. She remains involved with the University of Kentucky through the UK Alumni Association Greater Louisville Young Alumni Club.
Katie brings over a decade of legal experience serving individuals and corporations. Katie received her Juris Doctorate from the University of Louisville, Brandeis School of Law in 2011, graduating with honors, and her undergraduate from Miami University (Oxford, Ohio) in 2006.
Before joining Glenview, Katie served as Associate General Counsel for Hosparus Inc. and was a partner with the Louisville law firm of Middleton Reutlinger. While in private practice, Katie's primary focus was on litigation matters, but she also gained experience in estate planning and probate law.
Ken Bowling joined The Glenview Trust Company in 2022 with over 25 years of experience in the investment industry. Prior to joining Glenview, Ken provided custom solutions to institutional and retail clients around the globe. His experience with these solutions bridged domestic and international asset classes. Most recently, Ken was head of portfolio management for the asset management arm of the Commonwealth Bank of Australia and the Mitsubishi Financial Group. Prior to this, Ken served a similar role at Deutsche Bank and INVESCO.
Ken graduated with a Master's degree in Mechanical Engineering from the Speed Scientific School at the University of Louisville and worked in that capacity for GM and GE before entering the Financial Services sector. Ken received his CFA designation in 1997.
Kyle brings 17 years of investment and finance experience to his clients at The Glenview Trust Company. His experience of working with High Net Worth individuals, combined with the knowledge of managing institutional portfolios, allows Kyle to design investment strategies that align to the client's goals and objectives.
Kyle joined The Glenview Trust Company from another large regional brokerage firm where he served as an Investment Advisor/Portfolio Manager and was responsible for working with individuals and high net worth families. Prior, Kyle was a Portfolio Manager in the Investment Department with Humana Inc., where his focus was managing multiple large institutional portfolios for the corporation.
Kyle graduated magna cum laude with an Accounting degree from the University of Kentucky and an MBA from Bellarmine University.
Job Titles:
- Planning Principal
- ®, CGMA / Planning Principal
Lanny holds the designations of Certified Public Accountant and Chartered Global Management Accountant and brings over 38 years of public accounting experience to Glenview Trust. Prior to joining Glenview Trust, he was the Managing Partner of Holland CPAs in Bowling Green, KY for seven years and spent the last 12 years as Partner-In-Charge of a Top 25 regional public accounting firm - Carr, Riggs & Ingram, LLC - with responsibility for the Kentucky market. In addition to his leadership responsibilities, Lanny has served clients in countless ways as a trusted advisor, including his expertise in the areas of merger and acquisition, succession planning, business valuation, and tax planning for businesses and high net-worth individuals.
Lanny graduated cum laude with a bachelor's degree in accounting from Western Kentucky University and was recognized as the 2014 WKU Outstanding Accounting Alumnus. He has been actively involved in the Bowling Green community throughout his career, including service as an officer and board member for Junior Achievement of South Central KY, as a board member of Big Brothers Big Sisters, and as president of the Bowling Green-Warren County Jaycees. He is also a member of the American Institute of Certified Public Accountants, the Kentucky Society of Certified Public Accountants, and the Bowling Green Noon Rotary Club.
Madison brings to Glenview Trust over 30 years of accounting experience. Prior to coming to Glenview, she spent nine years at the local accounting firm, Deming Malone Livesay & Ostroff, where she prepared complex individual, partnership, trust, estate and gift tax returns. She is accustomed to responding to client questions and concerns including communication with outside advisors and counsel.
A native of Ashland, Kentucky, Madison graduated with high distinction from the University of Kentucky with a bachelor degree in Accounting. She began her career as an auditor in Lexington with Coopers & Lybrand (now Pricewaterhouse Coopers). She then pursued financial management opportunities with prominent thoroughbred breeding and boarding operations. After relocating to Richmond, Virginia, for a period she returned to Kentucky and public accounting. At Glenview Trust Company, Madison works with colleagues to develop financial plans helping clients attain their goals while securing their future.
Over the years, Madison has demonstrated commitment to community by volunteering with the Girl Scouts of Kentuckiana, the Metro United Way and as a Junior League of Louisville member. She is a member of the Estate Planning Council of Metro Louisville and former Secretary/Treasurer.
Job Titles:
- Principal
- Trust Principal
Megan joined the Glenview Trust Company in 2021 as a Trust Principal and works in the area of trust and estate administration. Megan has almost 10 years of legal experience as a licensed attorney in the state of Kentucky. Megan is a member of the Kentucky Bar Association and the Louisville Bar Association. She is a member of Inns of Court. She is trained in Collaborative Law and a Certified Family Law Mediator.
Megan received her Juris Doctorate from Louis D. Brandeis School of Law at the University of Louisville where she was a member of the Moot Court Team. She had previously earned a Bachelor of Arts Degree in Business Administration with a minor in Sociology from Transylvania University.
Before joining Glenview, Megan served families in private practice as a Partner with Goldberg Simpson, LLC located in Prospect, Kentucky.
Megan has previously served our community as a member of the Gilda's Club of Kentuckiana Associate Board and the Junior League of Louisville. She is also an active member of Holy Trinity Catholic Church.
Mike has provided investment advice to individuals and institutions for over 24 years. The first 15 years he acted as portfolio manager and trader for both INVESCO and Deutsche Bank.
Mike joined The Glenview Trust Company from PNC where he served as a senior investment advisor within the Wealth Management Group. He spent the last 8 years giving investment advice to individuals and high net worth families.
Mike graduated with a BS degree in finance at the University of Kentucky. He is a member of the CFA Institute and holds the CFA charter. He currently serves on the Endowment Board for WHAS Crusade for Children and is involved in the community.
Job Titles:
- Banking Liaison / Business Development Principal
Mike Richardson has 36 years of experience in the financial services sector including Private Banking, Commercial Banking, Financial Services Technology, and Payment Security. With an entrepreneurial background, Mike was significantly involved in 5 startup companies, one going public and another sold to Hewlett Packard.
Prior to joining Glenview Trust, Mike served in a variety of Sales leadership roles at Fifth Third Bank, Total System Services, Verifone, and locally based Eclipse Bank. He graduated from Belmont University, Nashville, TN, with a degree in Business Management. As a client of Glenview Trust for over 17+ years, Mike has a unique ability to relate to clients and his Glenview Team. He is active in the Downtown Rotary International chapter, and created his own fund raising charity "Bucket List Fishing Tournament" to help fund medical research locally.
Job Titles:
- Member of the BOARD of DIRECTORS
- Executive Committee Member of the Board of Advisors of the University of Louisville College of Business
- Retired
Mr. Robert C. Ayotte retired as of December 31, 2000, as president and chief executive officer of Louisville based Saint-Gobain Ceramics & Plastics, Inc., which employed over 7500 people at more than 70 manufacturing plants in the United States and Canada.
He came to Louisville in 1981 as president and general manager of Corhart Refractories Company, which was then a Corning subsidiary. In 1985 he led a management team in acquiring Corhart in a leveraged buyout and became its president and chief executive officer. In 1987, he sold this company to the French company, Saint-Gobain, and became president and chief executive officer of what is now named Saint-Gobain Ceramics & Plastics, Inc. Under his leadership the company grew 15 times and became the worldwide leader in industrial ceramics and high-performance plastics. He is past Chairman of the President's Council of Industrial Advisors, American Ceramic Society and past Chairman of The Refractories Institute. He has also served as a Director of the National Association of Manufacturers, Washington, DC. Mr. Ayotte has also served on other civic, academic, and public company boards.
Mr. Ayotte has been deeply involved in Louisville and other Kentucky civic activities having served as Vice-Chairman of the Louisville Area Chamber of Commerce, Chairman of Junior Achievement Kentuckiana, a senior member of the University of Louisville's President's Council, Vice Chairman and Treasurer of the University of Louisville Athletic Association, and a Trustee of the University of Pikeville.
Currently, Mr. Ayotte is an Executive Committee member of the Board of Advisors of the University of Louisville College of Business and a member of the Advisory Council of the University of Rhode Island College of Engineering. Mr. Ayotte also serves as a director of Vogt Ice, LLC.
Job Titles:
- Vice - Chairman of the Board of Directors
- Chairman of the Board of Louisville Insurance Firm
Mr. Rankin serves as Chairman of the Board of Louisville insurance firm, The Sterling G. Thompson Company, and Chairman of the Board of Churchill Downs, Inc. He also serves as Chairman and President of Upson Downs Farm in Goshen, Kentucky and is a Steward of The Jockey Club. He is the former Chairman and current Trustee of the James Graham Brown Foundation. Mr. Rankin previously served as President of The Kentucky Derby Museum, The Kentucky Thoroughbred Association, and The Kentucky Thoroughbred Owner and Breeders Association.
Mr. Rankin graduated with honors from the University of North Carolina at Chapel Hill.
Ray brings considerable experience and knowledge to his clients at The Glenview Trust Company. His experience over the past 30 years working with the investments of individuals and families, combined with his knowledge of economics and the capital markets, gives Ray a significant advantage in making our clients successful.
Ray began his career as a registered representative for Massachusetts Mutual and then National City Investments where he came to appreciate the diverse financial problems facing many people. He also served as Director of Investments for Bank of Louisville.
His career continued at PNC for 14 years. The most recent eight years at PNC, Ray was a senior portfolio manager in the Wealth Management Group, where he was directly responsible for the investments in many of their largest relationships.
He graduated from Centre College with a BS degree in economics and management, and then he continued his education, earning a Chartered Financial Analyst designation. He is a member of the CFA Institute and past President of the CFA Society of Louisville.
Regina brings over 30 years of experience serving individual, trust and estate clients with a focus on personal trust accounts, estate planning and charitable giving.
Regina received her Bachelor of Science in Accounting from the University of Kentucky in 1986 and her Juris Doctorate from the University of Kentucky School of Law in 1989.
Before joining Glenview, Regina served as Director of Gift Planning for the Community Foundation of Louisville working with advisors and clients to establish lasting gifts to improve our community. Prior to her work for the Foundation, Regina was with the Bardstown law firm of Fulton, Hubbard and Hubbard serving clients in the areas of business, estate planning and general litigation.
Professionally, she is a member of the Kentucky Bar Association and Louisville Bar Association. She is also a member of the Estate Planning Council of Louisville and previously served on its Executive Committee.
Regina is active in the community serving on the Board of Directors for the Community Foundation of Southern Indiana and on the Board of Trustees for Bernheim Arboretum and Research Forest.
Richard began his investment career in 1995 with Hilliard Lyons as a financial consultant before moving to the Investment Management Group as a portfolio manager and equity analyst. Additionally, he was Director of Portfolio Strategies and a portfolio manager for INVESCO-NAM, where, as part of a team, he managed institutional accounts and three AIM mutual funds.
Richard received his BA and MBA degrees from the University of Louisville. He is a member of the CFA Institute and holds the CFA charter.
He has served on several local boards including the Backside Learning Center at Churchill Downs, and served one year as Chairman of the Board and seven years as a Trustee at St. Francis School in Goshen
Robyn Raque, a CFA® Charterholder, brings 32 years of investment experience to her clients at The Glenview Trust Company. Her focus is working with high net worth individuals to design and implement investment solutions tailored to meet each client's needs and preferences.
Robyn joined us from J.P. Morgan's Private Bank where she served as an Executive Director/Sr. Investment Specialist. She began her career in the investment management industry in 1989 as a portfolio manager for Citizens Fidelity Bank. In 1994, she joined Hilliard Lyons as an Institutional Salesperson and called on fund managers in Europe and the United States. During her tenure with this firm, she also coordinated due diligence for the managed accounts platform. She joined National City Bank in 2005 as a Senior Investment Advisor and managed investments for trusts, foundations, endowments and high net worth individuals until she joined J.P. Morgan in 2010.
Robyn is a summa cum laude graduate of the University of Louisville with a BS in Mathematics. She is a CFA® Charterholder and a member of the CFA® Institute and the Louisville Society of Financial Analysts. She is a past Board Member of the Christian Academy School System and former Board Member and past Chair of the Christian Academy Foundation. She serves on the Board of Louisville Metro Animal Services ("FOMAS") and is a frequent animal foster through this organization. Robyn also enjoys volunteering for special events with various local ministries.
Job Titles:
- Co - Founder, Board of Directors
Mr. Murphy began his career with Paine, Webber, Jackson & Curtis, Inc., then joined Virginia National Bank and its successor, Sovran Bank as a trust and investment executive. Mr. Murphy's Louisville career began in 1984 when he joined Citizens Fidelity Bank and Trust Company as Chief Investment Officer, and where he held other executive positions including Executive Vice President of Private Banking and Vice Chairman of PNC Investment Management and Research, culminating in his serving as Managing Executive of PNC Investment Advisory Company from which he took early retirement in December 1999. He also served in the U.S. Navy from 1966- 1971, achieving the rank of Commander in the Reserves.
He served as chairman of the 2007 Fund for the Arts campaign and Chairman of the Board 2009- 2011. Mr. Murphy, recipient of the 1999 Charles W. Allen Award in recognition of his community leadership, has held a variety of community leadership positions. He has served on the boards of Bellarmine University, Norton Healthcare Finance Committee, The Louisville Orchestra, The Kentucky Opera, Louisville Visual Arts Association, Louisville Collegiate School, Kentucky Art and Craft Foundation, Cathedral of the Assumption Heritage Foundation, DePaul School, Frazier Rehab Hospital, St. Francis School, Louisville Olmsted Parks Conservancy, Kentucky Deferred Compensation Authority, Louisville Boat Club, The Jefferson Club, Metro United Way's Alexis de Tocqueville Society, Louisville Public Media, The United Crescent Hill Ministries, The Speed Museum and The Glenview Trust Company. He is also the former mayor of the city of Robinswood and coordinated the West End Louisville Economic Development Initiative.
Mr. Murphy is a Chartered Financial Analyst, a Certified Financial Counselor, and a graduate of Northwestern University's acclaimed National Graduate Trust School. He has a bachelor's degree in Economics from St. Jones University n New York and an MBA from Old Dominion University in Norfolk, Virginia.
Job Titles:
- Member of the Board of Directors
- President of Manna Inc.
Ryan Bridgeman is the President of Manna Inc. Based in Louisville, Kentucky, Manna operates 250+ restaurants throughout the United States. Ryan also serves as Managing Member and President of RD Services LLC and Bridgeman Hospitality LLC. RD Services provides customer and employee service solutions to restaurant and concession businesses. Bridgeman Hospitality LLC specializes in contract food service through its partnership with Aramark in the business dining and higher education sectors of food service.
Ryan serves on the Board of Directors of Norton Children's Hospital Foundation, the University of Louisville Athletic Association, the University of Louisville School of Business Board of Advisors, and the Louisville City Soccer Foundation. Ryan is also a founding member of the Louisville Track Club.
Ryan earned his Master of Business Administration and a Bachelor of Science in Finance from the University of Louisville. Ryan also earned a Master Certificate in Foodservice Management from eCornell, a division of Cornell University. Ryan is married to Leea Bridgeman and together they have two daughters.
Job Titles:
- Director
- Member of the Board of Directors
Sandra Frazier founded Tandem Public Relations, a boutique public relations and communications firm in 2005. Tandem's clients include Fortune 500 corporations, non-profit organizations, public institutions, and smaller businesses.
Prior to starting Tandem, Sandra worked for Doe Anderson as a public relations manager. She began her career with FleetBoston Financial, before working for Schneider & Associates Public Relations, and State Street Corporation.
Sandra serves as a director The Glenview Trust Company, and previously served as a director of Brown-Forman Corporation, Commonwealth Bank and Trust, The Kentucky Center, Louisville Zoo Foundation, University of Louisville Foundation, and the Board of Trustees for the University of Louisville, and Centre College. She serves on the boards of 21st Century Parks, Impetus, and Boston University Board of Trustees. She was appointed in 2009 to serve as secretary and member of the executive committee of the Louisville and Southern Indiana Bridges Authority.
A native of Louisville, Sandra has a master's degree from Boston University and a bachelor's degree from Hollins College.
Sherry has specialized experience in the areas of estate taxation, estate planning, and estate and trust administration. At Glenview Trust she concentrates her efforts in the personal trust administration and estate planning areas.
She received her Juris Doctorate from the University of Louisville Brandeis School of Law and later that year was admitted to the Kentucky Bar and to the Federal Bar. Her undergraduate work was completed at Kentucky Wesleyan College, where she earned a Bachelor of Arts degree.
Sherry began her professional career at Citizens Fidelity Bank and Trust Company in their trust department's estate and inheritance tax area. At Citizens Fidelity, which became PNC Bank, she was Vice President and Manager of the Trust Tax Department and became a recognized expert in the Kentucky Inheritance Tax field. She moved from the Tax area to the bank's Estate Planning Consultant position, where she assisted trust clients in formulating a distributive plan for their estates. Before joining Glenview, Sherry served as a Director and Trust Administrator, where she was responsible for managing trust professionals and a portfolio of high-net-worth individuals.
Professionally, she is a member of the Louisville Bar Association, Probate and Trust Law Section; the Kentucky Bar Association; the American Bar Association; and the Louisville Estate Planning Council. Over the years, she has been a featured speaker at various legal education seminars and has published work in the areas of Kentucky Inheritance Taxation and Estate Taxation.
Sherry currently serves as the first female Board Chair for the Kentucky Wesleyan College Board of Trustees. She is a Member and the former Treasurer and Secretary of the Louisville Ballet Board of Trustees. She is also a member and the former Chair of the Kentucky Educational Television, Louisville Regional Board.
In 2022, she was awarded the Wilson Wyatt Award by the Community Foundation of Louisville, as the outstanding advisor of the year.
Job Titles:
- Member of the Kentucky Bar Association
- Trust Principal
Stephanie has 23 years of legal experience serving individuals and families. She is a native of Hardin County, Kentucky.
Stephanie received her Juris Doctorate from the Cumberland School of Law of Samford University in 1995. She had previously earned a Bachelor of Arts Degree in Psychology with a minor in Sociology from Wittenberg University in 1992. In 2017, 2018 and 2019, she completed ABA Trust School earning Certificates in Trust respectively at the Foundational, Intermediate and Advanced levels. In October 2019, she passed the Certified Trust & Fiduciary Advisor (CTFA) Exam and continues to maintain the CTFA certification.
Before joining Glenview, Stephanie was a Partner with the Louisville law firm of Goldberg Simpson, LLC where she spent nearly 19 years serving individuals and families in the private practice of law. Prior to entering private practice, Stephanie served as a Staff Attorney with the Kentucky Court of Appeals.
Professionally, Stephanie is a member of the Kentucky Bar Association, the Alabama State Bar and the Louisville Bar Association. She serves on the ABA Trust School Advisory Board. She is also a member of the Estate Planning Council of Metro Louisville, Inc., a Certified Family Law Mediator and a member of the Women Lawyer's Association.
Stephanie serves our community as a member of the Board of Managers of the Northeast Family YMCA and as a Consumer-at-Large Representative on the Physician Assistant Advisory Committee for the Kentucky Board of Medical Licensure and is on the Wittenberg University Alumni Association Board. Within that Board, Stephanie serves as the On-Campus Engagement Committee Chair. She is also an active member of Hurstbourne Baptist Church, a sustaining member of the Junior League of Louisville and Secretary of the Louisville Alpha Delta Pi Alumnae Association.
Job Titles:
- in 2021 As Trust Principal
- Trust Principal
Steven joined The Glenview Trust Company in 2021 as Trust Principal concentrating his efforts in the fiduciary trust administration and estate planning areas. He has extensive experience advising high net and ultra-high net worth individuals and families in the areas of wealth transfer planning, estate and personal planning, tax planning, fiduciary trust administration, charitable giving, and business succession planning.
Prior to joining Glenview, Steven served as Vice-President at PNC Wealth Management Group where he managed many of its largest multi-generational family relationships advising on trust and estate planning, fiduciary trust administration, and complex wealth transfer planning strategies. In addition to his financial services industry experience, Steven has worked with individuals, families, closely held businesses and their fiduciaries as a member of the Trusts, Estates, and Personal Planning Practice Group at Wyatt, Tarrant & Combs LLP, one of the South Central U.S. region's largest law firms.
Steven received his Juris Doctorate from the University of Kentucky J. David Rosenberg College of Law in 2012. He earned a Bachelor of Arts in Political Science from the University of Mississippi in 2009 and graduated with honors.
Professionally, he is a member of the Kentucky Bar Association, the Louisville Bar Association, and the Estate Planning Council of Metro Louisville. He remains current on tax, legal, financial, and estate planning strategies through his Certified Trust and Financial Advisor designation with the American Bankers Association.
Steven remains active in the community through his service as a member of the Board of Governors for the Speed Art Museum, Kentucky's oldest and largest art museum, the Board of Directors for CASA of the River Region, and the Board of Directors for The Peterson-Dumesnil House Foundation.
Job Titles:
- Certified Public Accountant in the State of Kentucky
- Planning Principal
Susan Saylor is a licensed Certified Public Accountant in the state of Kentucky. She is a member of the Kentucky Society of Certified Public Accountants and the American Institute of Certified Public Accountants.
A native of Louisville, Susan graduated from Centre College, where she earned a major in Spanish and a minor in International Studies. Following this, Susan earned a Post Baccalaureate degree in Accounting from Bellarmine University.
At The Glenview Trust Company, Susan assists clients with their financial plans. Prior to joining The Glenview Trust Company, she spent most of the past 10 years working at regional public accounting firms, with a focus on tax planning and the preparation of individual, business, and non-profit tax returns. In addition to her public accounting experience, Susan also worked as an accountant at an international manufacturer in Lexington, Kentucky.
Job Titles:
- Member of the Board of Directors
- Member of the Louisville
Tawana Edwards has more than 40 years of experience and expertise in all aspects of fiduciary law; including financial institutions acting as fiduciaries, personal trusts, estate planning and trust and estate administration. She served as the Co-Chief Executive Officer of Glenview Trust Company from 2011-2020, as Chief Fiduciary Officer from 2001-2020 and as Secretary of the Corporation since its inception in 2001, until her retirement in 2020.
Ms. Edwards graduated with honors from the University of Louisville where she earned her Bachelor of Arts degree in History. She received her juris doctorate at the University of Louisville Brandeis School of Law and was honored as an Outstanding Law Alumnae in 1990 and received the Lawrence Grauman Alumni Award in 2018.
Ms. Edwards is an active member of the Louisville and Kentucky Bar Associations. She is a past chair for the Probate Section of both the Kentucky and Louisville Bar Associations. She served on the Board of the Louisville Bar Association and chaired the Legislative Committee of the Kentucky Bar Association's Probate Section. She is a frequent speaker at trust and estate related continuing legal education seminars and has published articles on trust administration and related topics. She has served as a member of the University of Kentucky Midwest-Midsouth Estate Planning Institute Steering Committee since 1991.
Active in many professional organizations and community leadership. Ms. Edwards is a past Board chair of Women 4 Women Inc. and recently completed ten years of service on the Board of Directors for the Fund for the Arts, as Co-Chair of the Grants Committee; and currently serves on the Board of Directors for the Kentucky Horse Park Foundation, chairing the Grants Committee.
Job Titles:
- Certified Public Accountant
- Investment Principal
Tyler Moore has 11+ years of finance experience and has been with The Glenview Trust Company since 2017 where he has served high net worth clients and families by working alongside them to implement investment strategies consistent with clients' goals and risk tolerance.
Tyler is a Certified Public Accountant and, prior to Glenview, worked at BKD, LLP as well as Mountjoy Chilton Medley, LLP where he leveraged specialized industry and technical knowledge to develop and implement audit plans and instruct engagement teams. Tyler also worked in the financial reporting group at Ventas, Inc., a real estate investment trust and S&P 500 company, where he assisted in the preparation of all SEC filings and various reports for presentation to both investors and the Board of Directors. Additionally, Tyler has passed Level 1 of the CFA Program.
Tyler received his BA in Accounting from Transylvania University in 2009 where he graduated magna cum laude. He serves on the Board of Directors of the Friends of Louisville Metro Animal Services ("FOMAS") on their Finance Committee and is a frequent volunteer at the Humane Society of Oldham County.
Job Titles:
- Member of the Board of Directors
- Managing Member of White Oak Investments
- Owner and Manager of Ashbourne Farms
Austin Musselman is the managing member of White Oak Investments LLC, a private holding company and a family office that manages its business and investment interests in Kentucky, Indiana, Florida, and Wyoming. The White Oak team developed Haymarket, which is a retail chain of stores with an emphasis on locally-sourced products. White Oak Investments owns and manages real estate, mainly consisting of working farmland, commercial and multi-family properties, which includes several operating businesses in the Kentucky region.
Mr. Musselman is the owner and manager of Ashbourne Farms, a 2,250-acre third-generation working farm in La Grange, Kentucky, that has been completely restored as a luxury event and outdoor sporting destination.
Mr. Musselman has served on the Brown-Forman/Brown Family Shareholders Committee and the Brown-Forman Major Gifts Committee. In addition, he has been an active volunteer of several non-profit organizations, including Chair of the Kentucky Chapter of the Nature Conservancy, President of Bernheim Arboretum and Research Forest, Vice Chair of the Bluegrass Land Conservancy, and the President's Council of American Farmland Trust. He also served as a Director of the Mockingbird Valley Preservation Association, Kentucky Educational Television Louisville Regional Board, The Sportsmen's Alliance Board of Directors, Kentucky Country Day, and the Billfish Foundation. He serves on the Board of Directors of the Glenview Trust Company and Wolf Pen Branch LLC.
Job Titles:
- Chief Executive Officer
- President
W. Scott Neff is the President and Chief Executive Officer of The Glenview Trust Company and is also a member of the company's Board of Directors. Scott is one of the founding Principals of The Glenview Trust Company and has nearly 40 years of investment management experience with several regional investment and trust organizations. Scott earned a BA in Economics and Management from Centre College of Kentucky and is a graduate of the National Trust School at Northwestern University. He remains active in community leadership and has served at such organizations as The Morton Center, Waterfront Botanical Gardens, and The Healing Place. Scott is also a member of the Leadership Louisville Class of 2018.
Job Titles:
- Member of the Board of Directors
- Chief Executive Officer of Churchill Downs Incorporated
Bill Carstanjen is the Chief Executive Officer of Churchill Downs Incorporated and a member of its Board of Directors. Prior to becoming the CEO in 2014, Mr. Carstanjen served as the President and Chief Operating Officer for several years. Mr. Carstanjen joined Churchill Downs in 2005 as the Executive Vice President, Chief Development Officer and General Counsel.
Mr. Carstanjen graduated with honors from the University of California, Berkeley. He is also a graduate of the Columbia University School of Law where he was named a Harlan Fiske Stone Scholar.
Will joins The Glenview Trust Company with over 12 years of investment management and financial services experience. He spent the majority of his career as a Portfolio Manager and Vice President at Commonwealth Bank & Trust, providing investment advice to high-net-worth individuals and institutions.
Before joining Glenview, Will served as an Investment Advisor and Vice President at Stock Yards Bank & Trust, where he provided wealth management for high-net-worth families and institutions, and managed a large-cap equity fund.
Will earned a BA in economics and business from Bellarmine University. He is a native of Shelbyville, Kentucky. He recently served the community through volunteer work and fundraising initiatives for The Cabbage Patch Settlement House, Cedar Lake Foundation, Highland Presbyterian Church, and Habitat for Humanity.